Prerequisites

Before you create catalog display templates or define the content of a catalog, you must define products using the Define Products component. In addition, because creating display templates and defining catalog content are interdependent setup steps, a catalog is not fully defined until you define both templates and content.

To ensure that a user has access to catalogs, complete these setup steps:

1. Navigate to select Set Up CRM, then select Security, then select CRM Application Security, then select Add membership list.

2. Enter Order Capture Admin Mem List in the Name field.

3. Enter Order Capture Admin Membership List in the Description field.

4. Click Next.

5. Select Role from the Security Object drop-down list.

6. Select Multiple Members in the Membership Applies to field.

7. Click Next.

8. Select Order Capture Admin in the Role Name field.

9. Click Finish.

10. Click Save.

Next:

1. Navigate to select Set Up CRM, then select Security, then select CRM Application Security, then select Add security profile.

2. Enter Order Capture Admin Profile in the Name field.

3. Enter Order Capture Admin Profile in the Description field.

4. Click Add functional option group.

5. Select the Order Capture Admin check box.

6. Click Finish.

7. Click the Membership tab.

8. Click Add Membership List.

9. Select Role from the Security Object drop-down list.

10. Select Multiple Members in the Membership Applies to field.

11. Click Next.

12. Select the Order Capture Admin Mem List check box.

13. Click Finish.

14. Click Save.